How Wizzily works
From referral to reconciliation, in nine minutes.
Here's the actual flow inside the platform. No AI, no opaque scoring — every number is derived deterministically from the merchant's transaction mix and the service provider panel's rate cards.
A partner refers a merchant
A web design agency as a partner refers their client by filling out a 1-minute referral form and selects the rates and recommended provider for their client (the merchant). And optionally the current turnover and types of sales if a comparison is required.
The rule engine builds a quote
Compares the merchant's transaction mix (volume × debit/credit/commercial × CP/CNP × region) against every offer on your service provider panel. Recommends the best fit. Auditable per-line breakdown.
You review and send
Override rates if you need to. Quotes are versioned, dated and held in the audit log so any "savings" claim is provable.
The merchant self-onboards
The client gets a quote (and comparison if applicable) and a pre-filled forms to sign up if applicable. Mobile-first form: business details, document upload (per-service-provider doc set), contact preferences.
Wizzily hands off to the service provider
The client's application lands in the service provider's portal with all their context.
Bank queries route automatically
Service provider needs a re-uploaded ID? Wizzily opens a thread, routes to the right partner or merchant, tracks SLA.
Commissions reconcile from CSV
Drop in the service provider's monthly statement. Auto-match to leads. Unmatched lines flagged. Self-billing PDFs generated for partners.
Want to walk through it yourself?
The wireframe walkthrough shows all 55 screens end-to-end with realistic mock data — partner referrals through to self-billing.
Open the walkthrough →